WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 359 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 2.32 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,932 | -53.2% | 96 | -52.0% | 0.00% | – |
| Q2 2023 | $8,410 | +2.6% | 200 | 0.0% | 0.00% | – |
| Q1 2023 | $8,196 | +102350.0% | 200 | 0.0% | 0.00% | – |
| Q4 2022 | $8 | -99.9% | 200 | 0.0% | 0.00% | – |
| Q3 2022 | $8,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q2 2022 | $8,000 | -11.1% | 200 | 0.0% | 0.00% | – |
| Q1 2022 | $9,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q4 2021 | $9,000 | +12.5% | 200 | 0.0% | 0.00% | – |
| Q3 2021 | $8,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q2 2021 | $8,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q1 2021 | $8,000 | +14.3% | 200 | 0.0% | 0.00% | – |
| Q4 2020 | $7,000 | +16.7% | 200 | 0.0% | 0.00% | – |
| Q3 2020 | $6,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q2 2020 | $6,000 | – | 200 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Planning & Information Services, Inc. | 909,035 | $25,762,000 | 10.81% |
| INSPIRION WEALTH ADVISORS, LLC | 648,063 | $18,366,000 | 7.21% |
| SVA Wealth Management, LLC | 2,062,295 | $58,445,000 | 6.24% |
| Linscomb Wealth, Inc. | 2,377,334 | $67,374,000 | 4.93% |
| Private Wealth Strategies, L.L.C. | 360,619 | $10,220,000 | 4.53% |
| IAG Wealth Partners, LLC | 303,526 | $8,602,000 | 4.17% |
| Financial Insights, Inc. | 109,536 | $4,325,000 | 3.84% |
| Paracle Advisors, LLC | 518,773 | $14,702,000 | 3.43% |
| CAPITAL WEALTH MANAGEMENT, LLC | 79,809 | $2,262,000 | 2.41% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 115,732 | $3,280,000 | 2.24% |